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BEST RATED VAUGHAN, ON FINANCIAL SERVICES

3 Best Financial Services in Vaughan, ON

Expert-recommended Top 3 Financial Services in Vaughan, ON. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

ACN Financial Group - Vaughan, ON Financial Services - Company Logo
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ACN FINANCIAL GROUP

(4.8 Score)
6220 Highway 7, #402,
Vaughan, ON L4H 4G3 Directions

Since 1994

Specialty:

✓Life Insurance ✓Critical Illness Insurance ✓Disability Insurance ✓Income Replacement Planning ✓Health Insurance ✓Dental Insurance ✓Travel Insurance ✓Retirement Planning ✓Estate Planning ✓Investment Planning ✓Financial Planning ✓Wealth Management

“2026 Highlights: ACN Financial Group focuses on assisting individuals, families, and small businesses in accomplishing their goals through personalized insurance and investment strategies and begins by assessing and evaluating each client. ACN Financial Group strives to provide individuals, families, and small businesses a personalized financial management plan to accomplish their financial goals for both now and in the future. They offer services include life insurance, critical illness insurance, disability income replacement, and health and dental insurance.”

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Contact:

(905) 366-6180

TBR® Inspection Report:

Shah Financial Planning Inc. - Vaughan, ON Financial Services - Portrait
Shah Financial Planning Inc. - Vaughan, ON Financial Services - Office Image
Shah Financial Planning Inc. - Vaughan, ON Financial Services - Work Image
Vaughan financial service Shah Financial Planning Inc. video
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SHAH FINANCIAL PLANNING INC.

(4.8 Score)
10 Great Gulf Drive, Suite 208,
Vaughan, ON L4K 0K7 Directions

Since 1976

Specialty:

✓Financial Planning ✓Investment Advice ✓Mutual Funds ✓Registered Investment Accounts ✓Non-registered Investment Accounts ✓Retirement Planning ✓Estate Planning ✓Tax Planning ✓Wealth Creation Strategies ✓Income Creation Strategies ✓RRSP ✓TFSA ✓RESP ✓RDSP ✓LIRA ✓RRIF ✓LIF ✓GICs ✓Short-term Deposits ✓High-interest Savings Accounts ✓Systematic Withdrawal Plans ✓Financial Education ✓Investment Consultations

"Shah Financial Planning Inc. is an independent mutual fund dealer that provides a variety of products and unbiased advice through its network of financial advisors across Ontario. Hardip (Dipa) Shah, Founder and General Manager, and Dipesh Chauhan are the President of Shah Financial Planning Inc.; however, their team advisors handle different types of registered and non-registered accounts using various investment and income strategies. They focus on their clients’ needs and work honestly to help you reach your financial and investment goals while also addressing financial challenges throughout your life.

2026 Highlights: Shah Financial Planning Inc. offers a wide spectrum of products and independent advice with various investment and income strategies."

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License #866163629

Contact:

(905) 669-5000

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

The BridgGroup of Companies - Vaughan, ON Financial Services - Portrait
The BridgGroup of Companies - Vaughan, ON Financial Services - Professional Highlights
The BridgGroup of Companies - Vaughan, ON Financial Services - Company Logo
Vaughan financial service The BridgGroup of Companies video
7+ YEARS ON TBR
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THE BRIDGGROUP OF COMPANIES

(4.7 Score)
261 Milani Boulevard, Unit 101, Woodbridge,
Vaughan, ON L4H 4E3 Directions

Since 2003

Specialty:

✓Financial Consultation ✓Investment Advice ✓Real Estate Services ✓Mortgage Services ✓Lending Solutions ✓Consumer Advocacy ✓Financial Guidance

"The BridgGroup of Companies' President and Chief Visionary Officer is Natasha Bridgmohan, who serves as your comprehensive destination for fulfilling all your financial requirements. With a rich history spanning more than 20 years in the financial services sector, The Bridg Group of Companies is dedicated to delivering optimal outcomes, expert insights, remedies, direction, resources, and opportunities for learning. Specializing in mortgages, real estate, investments, credit, and consultancy, the company facilitates your journey toward financial liberation. By delivering exceptional client service, robust strategies, efficient resolutions, and tailored blueprints, The Bridg Group of Companies ensures your unique needs are met. Their flexibility extends to offering appointments during evenings and weekends, ensuring accessibility and convenience for clients. The BridgGroup of Companies is dedicated to helping clients feel confident and secure about their financial future by offering expert advice designed to meet their goals. They believe in giving back to the community and promoting financial freedom for all. Their team provides trusted guidance, practical tools, and educational resources to help individuals and families become financially independent.

2026 Highlights: Natasha Bridgmohan is among the Top 50 Influential Women, a testament to her profound impact and leadership."

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Contact:

(905) 851-8871 (905) 850-4930

Mon-Sat: 9am - 5pm
Sun: Closed

TBR® Inspection Report:

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ACN FINANCIAL GROUP REVIEWS

We inherited Arnold from a trusted advisor who we'd had for a very long time until he decided to retire. Arnold stepped in and the transition was seamless. Arnold is very thorough and has given us good, timely advice at the times we've needed it most. We would recommend him very highly.

I was introduced to Arnold a few years back and like some of us somewhat hesitant to change due to uncertainty of dealing with someone that I did not know. I must admit dealing with Arnold has been a smooth transition. His attention to my needs both financial and his availability has been impressive. I would highly recommend his services to others.

We were introduced to Arnold a number of years ago for insurance needs. This progressed to ACN looking after our financial interests. He provides a personal touch and always gets back promptly to our questions. We would highly recommend him.

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SHAH FINANCIAL PLANNING INC. REVIEWS

I recently had the pleasure of working with Shah Financial Planning Inc., and I couldn’t be more satisfied with the experience! From the moment I reached out, Mehul Shah was incredibly responsive and attentive to my financial needs. His expertise and personalized approach made all the difference in helping me navigate my financial goals. Mehul took the time to thoroughly understand my situation and provided me with tailored strategies that were easy to understand and implement. He is not only knowledgeable but also genuinely cares about his clients’ success. I felt supported and informed every step of the way. I highly recommend Shah Financial Planning Inc. to anyone looking for comprehensive financial advice and planning. Thank you, Mehul, for your outstanding service and dedication!.

I been with Shah financial planning Inc almost 20 years. I found they are the best to get financial advice and planning for investment. I can see how my money grows with there advice. Adviser gives me best advice and available when I need him. Devang is best advisor. He is very knowledgeable and professional. Thank you.

Shah Financial’s seminar is a great opportunity to learn more about their services and financial awareness to generate income and wealth. Highly recommend!.

THE BRIDGGROUP OF COMPANIES REVIEWS

Great place to work for & with! Lots of room for growth within the company. There is also a lot of opportunity to secure a successful financial future, and hopefully an early retirement!! As we know, financial stress can take a toll on the human body. The BridgGroup of Companies offers many services to alleviate that stress. I am proud to work for a company that has changed thousands of people’s lives!.

TBGOC is the most fantastic place to work. The people and management here are A++ and take care of each other and their clients. Don't hesitate to come in to see Natasha for any financial questions!.

The Bridg Group of Comapnies truly understand and have instilled a diverse culture within the team. We are a unified team and I am truly ecstatic to be on this journey.

TBR® Inspection Score Report

ACN FINANCIAL GROUP Total Inspection Points: 115/120
Acknowledgments: 8
Business Images: 8
Current Evaluation: 9
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

SHAH FINANCIAL PLANNING INC. Total Inspection Points: 114/120
Complete Info: 8
Review Analysis: 8
Business Hours: 9
Reviews Accuracy: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

THE BRIDGGROUP OF COMPANIES Total Inspection Points: 113/120
Current Evaluation: 8
Business Hours: 9
Business Images: 9
Complete Info: 9
Experience: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Videos: 10
Website Standard: 10

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